Customer Operations & Support

Moneybox; London; On-site; GBP 60,000 - 80,000; Full time

Job description

The Customer Operations & Support team consists of four functional areas: the Core Operations team, AML team, Pension Transfer team and Customer Support.

Customer Operations

What we do

• Core Operations team - Core Operations team supports house purchases, transfers in and out, cancellations and withdrawals. They liaise with customers, providers and solicitors to ensure the process of transferring in or out is as smooth as possible for our customers.
• AML team - This team carries out all initial AML (anti-money laundering) checks escalated to the team, as well as bank account checks, statements, and more.
• Pension Transfer team - The Pension Transfer team works specifically with our Pension product within the wider Customer Operations team. They manage the end-to-end process of a customer’s pension transfer into Moneybox, as well as any transfers out. The team works closely with our Investment Operations and Product teams to improve the pension transfer process for our customers.

Customer Operations & Support works closely with

What we do

The Customer Support team deals with all the initial points of response to customer queries on the app. They primarily use our CRM database and Intercom to respond to customers, but also speak to them over the phone and using our social media platforms.

Customer Support works closely with

All teams across the business.

View Current Positions

View our current Customer Operations & Support vacancies.

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